A detailed history of Strategic Wealth Advisors Group, LLC transactions in Nuveen California Amt Free Quality Municipal Income Fund stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 199,757 shares of NKX stock, worth $2.59 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
199,757
Previous 217,193 8.03%
Holding current value
$2.59 Million
Previous $2.8 Million 15.72%
% of portfolio
0.1%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022

SELL
$11.81 - $14.19 $205,919 - $247,416
-17,436 Reduced 8.03%
199,757 $2.36 Million
Q2 2022

Aug 12, 2022

BUY
$12.12 - $14.0 $2.63 Million - $3.04 Million
217,193 New
217,193 $2.8 Million
Q1 2020

May 05, 2020

SELL
$11.58 - $16.09 $345,709 - $480,350
-29,854 Closed
0 $0
Q4 2018

Feb 12, 2019

BUY
$12.39 - $13.09 $22,487 - $23,758
1,815 Added 6.47%
29,854 $391,000
Q3 2018

Nov 07, 2018

BUY
$12.8 - $13.7 $358,899 - $384,134
28,039 New
28,039 $359,000

Others Institutions Holding NKX

About NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND


  • Ticker NKX
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Nuveen California AMT-Free Quality Municipal Income Fund is a closed ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Asset Management, LLC and Nuveen Fund Advisors LLC. It invests in the fixed income markets of California, United States. The fund primarily invests in undervalued municipal secu...
More about NKX
Track This Portfolio

Track Strategic Wealth Advisors Group, LLC Portfolio

Follow Strategic Wealth Advisors Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Advisors Group, LLC with notifications on news.